Process

Understanding the process to your financially secure future is just as important as who you engage to help you reach your financial planning goals for the short and long term.

Whether you are entering retirement, having your first child or you are about to buy your first home – we will work closely with you to identify your goals, the steps you need to take and keep you on track to realising your better tomorrow.

The Blueprint Wealth financial advisors will help you to achieve peace of mind about your current and future financial position.

How can a Financial Advisor help?

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Steps to financial advise – Initial Consultation

Our initial meeting is focused on getting to know you and your financial situation. Your initial appointment with one of our financial advisors is complimentary; it is during this meeting where we will see how we can help.

From here, we will work with you to build your financial plan; delivering specific recommendations on the steps you need to take to achieve your goals. Find out more about our initial advice process >>

Ongoing Financial Advice

Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important your financial plan is reviewed regularly, to make sure you keep on track. We will review the progress of your portfolio and financial plan on an ongoing basis to ensure your goals are being met.

Our ongoing service means we will provide advice should your personal circumstances, objectives, legislation or economic conditions require an update to your financial plan. Find out more about our ongoing financial services >>

Understanding Your Financial Wealth Story

You are never too young or too old to benefit from sound financial advice. Throughout the course of your life, your financial goals will change. You may be consumed with different needs at various stages of life: from careers and salary to buying a new home and having children. There are many roads to travel in life alongside the financial concerns and options that are on this journey. We are here to help you along the way. Travel through your wealth story today >>

Contact Our Financial Advisory Team

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Your privacy is important to Blueprint Wealth and AMP Financial Planning Pty Limited, which is part of AMP. You may request access to your personal information at any time by calling us on (08) 9423 0300 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

Blueprint Wealth is an award-winning financial advisory practice that has been serving clients across Western Australia since 2001. We are committed to helping our clients build their plan to financial freedom.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.